Podcast Episodes
Back to SearchHot Numbers All Over The Place
Episode 27
In this week’s episode of The Macro Setup, Guy and Dan discuss hot inflation numbers, China’s warning to the world, crude at critical levels, and a troubling bitcoin chart. They are joined by Chris V…
Published on 4 years, 5 months ago
One dog is looking one way, the other dog is looking the other way, and the old guy is asking ‘what do you want from me?’
Episode 26
In this week’s episode of The Macro Setup, Guy and Dan discuss retail investors rushing into stocks, China’s crackdown on Didi, and oil at multi-year highs. Peter Hanks, strategist at DailyFX. Brough…
Published on 4 years, 5 months ago
In Through The Out Door
Episode 25
In this week’s episode of The Macro Setup, Guy and Dan discuss the first half of the year, stocks at record highs, the big tech boom, bond market volatility and how the Delta variant could impact the…
Published on 4 years, 5 months ago
The dreaded bitcoin “death cross”
Episode 24
In this week’s episode of The Macro Setup, Guy and Dan discuss inflation, the bond market roller coaster ride, and the bitcoin “death cross.” They are joined by Peter Hanks, strategist at DailyFX. Br…
Published on 4 years, 5 months ago
Everything is “batsh*t crazy”
Episode 23
In this week’s episode of The Macro Setup, Guy and Dan discuss the inflation trade, Paul Tudor Jones’ call on crypto and commodities, housing stocks, and Jamie Dimon’s warning to investors. They are …
Published on 4 years, 6 months ago
Who’s having a tantrum?
Episode 22
In this week’s episode of The Macro Setup, Guy and Dan discuss the looming transitory tantrum, meme stocks taking over the options market, the bitcoin breakdown, and other key sentiment indicators. T…
Published on 4 years, 6 months ago
It all comes down to Friday
Episode 21
In this week’s episode of The Macro Setup, Guy and Dan discuss how Friday’s May jobs report will impact the Fed’s next move, why oil prices will continue to rise, and what the bitcoin breakdown means…
Published on 4 years, 6 months ago
Fed Hike Fears and Currency Craze
Episode 20
In this week’s episode of The Macro Setup, Guy and Dan discuss Morgan Stanley CEO James Gorman’s call on the Fed raising rates sooner than expected, the demise of the dollar, Ray Dalio buying bitcoin…
Published on 4 years, 6 months ago
@10:46: Crypto vs Gold, Salesforce upgrade, Wells Fargo downgrade, Tesla
Dan and Guy launched a new show called @10:46 that our Macro Setup listeners might enjoy. They break down 3 research calls (1 macro, 2 stock) in 14 minutes.
Sign up here to be notified of all our show…
Published on 4 years, 6 months ago
The Transitory Tantrum
Episode 19
In this week’s episode of The Macro Setup, Guy and Dan discuss the housing market, prospects for a bipartisan infrastructure deal, Michael Burry’s (of The Big Short fame) monster bet against Tesla, u…
Published on 4 years, 6 months ago